Organization
Help article on the Organization screen in Business Manager, where owners view and edit their business profile and jump to related org settings.
Organization
The Organization screen is where you view and manage your business's core profile in NuForce: how it looks, its details, and the information visible on your public catalog page.
What you can do here
- See your business profile at a glance: logo, name, tagline, status (Active, Suspended, and so on), whether your profile is public or private, and a completion percentage if your profile is still being filled in.
- Check quick stats: organization type, tax ID, currency, and when the profile was last updated.
- Open Edit Profile at the top of the screen, or click Edit on any individual section, to update that part of your profile in a pop-up form.
- Review your details grouped into cards:
- Basic Information: legal name, organization type, industry, registration number, registration country.
- Tax & Invoicing: tax ID, tax ID type, tax country, default currency.
- Contact Information: primary contact, email, support email, phone, website.
- Account Owner: owner name, role, email, member since.
- Registered Address: street address, city, state/province, zip code, country.
- Additional Details: headcount, founded year, state of incorporation, service areas, about, and the public/private setting.
- Social Media: Facebook, X (Twitter).
- Use Preview to open your public catalog page in a new tab, and Share to copy or send the link to that page so customers can see your published services and prices.
- Switch to related organization areas using the tabs across the top: Profile, User Roles, Calendars, Labels, Contact Groups, Commission Tiers, and Terms & Policy.
Steps
- On the Profile tab, click Edit on the card for the section you want to change, or use Edit Profile at the top of the screen.
- Update the fields in the pop-up form. Only the fields for that section appear.
- Save the form. The screen refreshes right away to show your changes.
Related
- /help/business-manager/organization/roles
- /help/business-manager/organization/calendars
- /help/business-manager/organization/policies
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